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Customer Service / Call Center Representative

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Customer Service / Call Center Representative

AdelFi Credit Union

Customer Service / Call Center Representative

Skills

Workday

2 months ago

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Important information


Contract type:

Permanent

Salary:

$41,600 – $47,840 / year

Location:

San Dimas, CA, USA

Work mode:

Remote

Published on:

11 August 2026

What they need


Our Purpose

AdelFi Christian Banking unites two trusted Christian financial institutions (Christian Community Credit Union & AdelFi) bringing together more than 130 years of combined experience. Together as one faith-based credit union, we're committed to practical banking that helps you live out your values and make a lasting Kingdom impact.

Position Summary

As a Contact Center Representative I, you provide Customer Service that supports member retention and growth across consumer and commercial accounts in a hybrid Call Center setting. You handle account transactions, answer inquiries, and resolve issues while identifying needs, educating members on products/services, and recommending appropriate Banking solutions to support sales and referral goals. You’ll also complete outbound relationship-building, document interactions accurately, and follow all policies, procedures, and security standards.

Qualifications/skills:

  • High school diploma or equivalent
  • 1+ year customer service experience in a bank/credit union
  • Cross-selling experience
  • Call center experience (preferred)
  • Bilingual English/Spanish (preferred)
  • Ability to work under pressure, manage interruptions, and follow through
  • Ability to work Monday-Friday, 7:30am to 5:30pm (40 hours per week)

Your Workday

Your day might begin by logging into core systems and queue tools, then moving between phone, chat, email, and SMS to support members with timely Customer Service. You’ll balance focused call handling with careful notes, verify details to protect accounts, and track follow-ups so nothing is missed. Between contacts, you’ll complete scheduled outbound touches, review open items, and coordinate with teammates to keep service levels strong. You’ll stay attentive to security requirements, meet quality and Sales/referral targets, and close out your shift by ensuring records are complete and accurate.

Total Rewards

Comprehensive benefits package including Medical, Dental, and Vision coverage; 401(k); Life Insurance; Flexible Spending Account (FSA); Paid Time Off; competitive pay ($20–$23/hour); Paid Serve Days, Company Events, and an equipment stipend to support your remote setup.

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